| BANK OF AMERICA CORP /DE/ | 13.4M | $3.3B | — | Held |
| MORGAN STANLEY | 10.3M | $2.55B | — | Held |
| BARCLAYS PLC | 2.33M | $576.4M | −$42.9M | Added$1.99M |
| Alecta Tjanstepension Omsesidigt | 533.6K | $131.8M | — | Held |
| Swiss Life Asset Management Ltd | 240.6K | $59.4M | −$4.26M | Added$2.32M |
| Sanctuary Advisors, LLC | 91.7K | $22.7M | −$1.83M | Cut−$3.33M |
| OP Asset Management Ltd | 76.6K | $18.9M | −$1.4M | Added$209.1K |
| AIA Group Ltd | 75.9K | $18.7M | — | Held |
| Alberta Investment Management Corp | 21.8K | $5.38M | −$340.5K | Added$820.2K |
| MIRABELLA FINANCIAL SERVICES LLP | 21.3K | $5.25M | — | Held |
| Allworth Financial LP | 18.9K | $4.67M | — | Held |
| Cresset Asset Management, LLC | 12.4K | $3.06M | −$222.2K | Added$84.8K |
| Lindenwold Advisors, INC | 12.3K | $3.04M | — | Held |
| Savant Capital, LLC | 11.6K | $2.87M | −$228.5K | Cut−$189K |
| GROUPAMA ASSET MANAGMENT | 11.2K | $2.77M | — | Held |
| Cambria Investment Management, L.P. | 7.13K | $1.76M | — | Held |
| IFP Advisors, Inc | 5.96K | $1.47M | — | Held |
| Aventura Private Wealth, LLC | 5.42K | $1.34M | −$107.1K | Cut−$97.7K |
| Boreal Capital Management LLC | 4.47K | $1.1M | — | Held |
| Leonteq Securities AG | 4.23K | $1.04M | −$16.9K | Added$818.3K |
| SUMMIT WEALTH GROUP LLC / CO | 25K | $1.03M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.44K | $849K | −$68.4K | Cut−$113.3K |
| NWAM LLC | 3.39K | $824.1K | −$64.4K | Cut−$124.9K |
| TUDOR INVESTMENT CORP ET AL | 3.32K | $818.9K | — | Held |
| Keel Point, LLC | 3.27K | $807.7K | — | Held |
| Syverson Strege & Co | 2.08K | $512.9K | — | Held |
| Finivi Inc. | 1.98K | $489.5K | −$39.3K | Cut−$37.6K |
| Wall Street Financial Group, Inc. | 1.93K | $476.6K | −$38.4K | Cut−$52.6K |
| DGS Capital Management, LLC | 1.8K | $445.3K | −$35.9K | Cut−$119.4K |
| Virtue Capital Management, LLC | 1K | $414.8K | — | Held |
| Hudson Bay Capital Management LP | 1.37K | $338.1K | — | Held |
| Pine Valley Investments Ltd Liability Co | 1.04K | $257.8K | −$20.2K | Cut−$12.5K |
| GW HENSSLER & ASSOCIATES LTD | 1K | $246.9K | — | Held |
| Parsonex Advisory Services, Inc. | 945 | $233.4K | −$18.3K | Cut−$12.4K |
| KBC Group NV | 615.5K | $152K | — | Held |
| Peck Wealth Management, LLC | 600 | $148.2K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 495 | $122.2K | — | Held |
| Prestige Wealth Management Group LLC | 382 | $94.3K | −$7.61K | Cut−$7.61K |
| Essential Partners LLC | 325 | $80.3K | −$1.17K | Added$64.5K |
| Clark Wealth Partners | 299 | $68.1K | −$11.6K | Cut−$17.3K |
| Painted Porch Advisors LLC | 94 | $23.2K | — | Held |
| Kilter Group LLC | 75 | $18.5K | — | Held |
| MRP Capital Investments, LLC | 65 | $17.3K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 26.5K | $6.54K | — | Held |
| Principia Wealth Advisory, LLC | 26 | $6.42K | — | Held |
| SkyView Investment Advisors, LLC | 13.1K | $3.23K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 12 | $2.96K | — | Held |
| Cape Investment Advisory, Inc. | 6 | $1.48K | — | Held |